> ## Documentation Index
> Fetch the complete documentation index at: https://docs.noyo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Switch a Member's Plans

> Move a member and their dependents from one plan to another

<RequestExample>
  ```javascript New Snapshot {14-16, 22-24, 55-58} theme={"system"}
  {
      "snapshot_mode": "current_open",
      "employee": {}, // omitted for brevity
      "dependents": [], // omitted for brevity
      "coverages": [
          {
              "carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
              "line_of_coverage": "dental",
              "plan_id": "61b6d125-8bbf-483a-9920-f23d9442403d",
              "enrolled_members": [
                  {
                      "individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
                      "individual_type": "employee",
                      "effective_start_date": "2022-01-01",
                      "effective_end_date": "2022-09-30",
                      "event_id": "2001",
                      "latest_change_effective_date": "2022-09-15"
                  },
                  {
                      "individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
                      "individual_type": "dependent",
                      "effective_start_date": "2022-01-01",
                      "effective_end_date": "2022-09-30",
                      "event_id": "2001",
                      "latest_change_effective_date": "2022-09-15"
                  }
              ]
          },
          {
              "carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
              "line_of_coverage": "dental",
              "plan_id": "40fdcb25-0fb3-43db-8dda-28180692854d",
              "enrolled_members": [
                  {
                      "individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
                      "individual_type": "employee",
                      "effective_start_date": "2022-10-01",
                      "effective_end_date": "9999-12-31",
                      "event_id": "2001",
                      "latest_change_effective_date": "2022-09-15"
                  },
                  {
                      "individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
                      "individual_type": "dependent",
                      "effective_start_date": "2022-10-01",
                      "effective_end_date": "9999-12-31",
                      "event_id": "2001",
                      "latest_change_effective_date": "2022-09-15"
                  }
              ]
          }
      ],
      "events": [
          {
              "id": "2001",
              "date": "2022-09-15",
              "type": "coverage",
              "reason": "open_enrollment"
          }
      ]
  }


  ```

  ```json Current State theme={"system"}
  {
      "employee": {
          "id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
          "custom_individual_id": "1",
          "classifications": {
              "BranchName": "HQ",
              "Department": "Sales"
          },
          "employment": {
              "employment_status": "full-time",
              "occupation": "Senior Analyst",
              "hours_worked": 50,
              "salary": {
                  "amount": 155000,
                  "unit": "annual",
                  "type": "salary",
                  "effective_date": "2022-01-01"
              },
              "employment_dates": {
                  "hire_date": "2021-12-20",
                  "full_time_start": "2022-01-01"
              }
          },
          "person": {
              "first_name": "Wile",
              "middle_name": "E",
              "last_name": "Runner",
              "suffix": "Jr",
              "home_address": {
                  "street_one": "1234 Home Ave",
                  "city": "San Francisco",
                  "state": "CA",
                  "zip_code": "94107",
                  "county": "San Francisco"
              },
              "date_of_birth": "1949-06-22",
              "ssn": "123456789",
              "sex": "M",
              "marital_status": "married",
              "contact": {
                  "home_phone": "+12065551234",
                  "work_phone": "+12065559876",
                  "email_address": "wile@testemail.com",
                  "email_address_type": "home",
                  "preferred_method": "email"
              },
              "mailing_address": {
                  "street_one": "1234 Home Ave",
                  "city": "San Francisco",
                  "state": "CA",
                  "zip_code": "94107",
                  "county": "San Francisco"
              }
          }
      },
      "dependents": [
          {
              "id": "110fef60-6e89-4341-892a-f6ff3f68c072",
              "custom_individual_id": "2",
              "relationship": "spouse",
              "person": {
                  "first_name": "Road",
                  "middle_name": "",
                  "last_name": "Runner",
                  "suffix": "",
                  "date_of_birth": "1950-07-18",
                  "ssn": "987654321",
                  "sex": "F",
                  "marital_status": "married",
                  "maiden_name": "Yogi",
                  "home_address": {
                      "street_one": "1234 Home Ave",
                      "city": "San Francisco",
                      "state": "CA",
                      "zip_code": "94107",
                      "county": "San Francisco"
                  },
                  "mailing_address": {
                      "street_one": "1234 Home Ave",
                      "city": "San Francisco",
                      "state": "CA",
                      "zip_code": "94107",
                      "county": "San Francisco"
                  }
              }
          }
      ],
      "coverages": [
          {
              "carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
              "line_of_coverage": "dental",
              "plan_id": "61b6d125-8bbf-483a-9920-f23d9442403d",
              "enrolled_members": [
                  {
                      "individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
                      "individual_type": "employee",
                      "effective_start_date": "2022-01-01",
                      "effective_end_date": "9999-12-31"
                  },
                  {
                      "individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
                      "individual_type": "dependent",
                      "effective_start_date": "2022-01-01",
                      "effective_end_date": "9999-12-31"
                  }
              ]
          }
      ]
  }

  ```
</RequestExample>

<Steps>
  <Step title="Current state">
    The current state of the member and family, before switching their plans.

    The current state of a family can be retrieved in the form of a member snapshot via the [GET Member Snapshot by Employee ID endpoint](/api-reference/snapshots/get-member-snapshot-for-employee).
  </Step>

  <Step title="Terminate the old coverage">
    If coverage is being removed, the request must include an end date for that coverage. The plan switch will not be processed correctly if you only include the details of the new coverage.

    Terminated coverages don't need to be referenced in future member snapshots.
  </Step>

  <Step title="Add new active plan">
    Include the details of the new plan and new enrollment, including the new start and end dates of coverage.
  </Step>

  <Step title="Set event reason">
    Set the relevant [event reason](/docs/members/using-snapshots/event-reasons)

    ```json theme={"system"}
    {
        "id": "2001",
        "date": "2022-09-15",
        "type": "coverage",
        "reason": "open_enrollment"
    }
    ```
  </Step>
</Steps>